How to make a UI Action button visible on workspace as well.

[Hrishabh Kumar]

I have created a UI Action, for problem_task table. It's working perfectly on native form view, but if I open a problem task in Service operations workspace the button is not visible.

How to fix this? I want the button to be visible on Workspace form view as well

Here is the screenshot of the UI Action I created:

Here is the view of the SOW, where I'm not able to see the button "Copy fix notes"

[kateparker7]

Hey Hrishabh,

To get your UI Action to show up in Service Operations Workspace (SOW), you just need to enable the Workspace-specific settings on the UI Action record.

Try it for fix:

1. Open your UI Action record ("Copy fix notes").

2. Look at the Workspace tab (if you don’t see it, you might need to switch the form view to "Default" or check the "Workspace" checkbox on the main form).

3. Check the box for Client Button.

4. Check the box for Workspace Form Button.

5. In the Workspace CPU field, ensure it is set to "Top-right" (or your preferred location).

Note: If your UI Action uses a script that relies on current.update() or specific window/document objects, it won't work in Workspace as-is. You’ll need to write a Workspace Client Script in the same UI Action record to handle the logic for the modern UI.

Hope this helps!

[kateparker7]

Hey Hrishabh,

To get your UI Action to show up in Service Operations Workspace (SOW), you just need to enable the Workspace-specific settings on the UI Action record.

Here’s the quick fix:

Open your UI Action record ("Copy fix notes").

Look at the Workspace tab (if you don’t see it, you might need to switch the form view to "Default" or check the "Workspace" checkbox on the main form).

Check the box for Client Button.

Check the box for Workspace Form Button.

In the Workspace CPU field, ensure it is set to "Top-right" (or your preferred location).

Note: If your UI Action uses a script that relies on current.update() or specific window/document objects, it won't work in Workspace as-is. You’ll need to write a Workspace Client Script in the same UI Action record to handle the logic for the modern UI.

Hope this helps!

[kateparker7]

Hey Hrishabh,

To get your UI Action to show up in Service Operations Workspace (SOW) you just need to enable the Workspace-specific settings on the UI Action record.

Here’s the quick fix:

Open your UI Action record ("Copy fix notes").

Look at the Workspace tab (if you don’t see it, you might need to switch the form view to "Default" or check the "Workspace" checkbox on the main form).

Check the box for Client Button.

Check the box for Workspace Form Button.

In the Workspace CPU field, ensure it is set to "Top-right" (or your preferred location).

Note: If your UI Action uses a script that relies on current.update() or specific window/document objects, it won't work in Workspace as-is. You’ll need to write a Workspace Client Script in the same UI Action record to handle the logic for the modern UI.

Hope this helps!